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Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $474,831 | $90,509+424.6% | $78,693+503.4% | $273,968+73.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | -3.25% | 75.61%-78.9pp | 62.18%-65.4pp | 41.45%-44.7pp |
| Employer contribution / active EE | $19,379 | $3,175+510.3% | $2,850+579.9% | $4,869+298.0% |
| Participant deferral / active EE | $15,503 | $3,901+297.4% | $3,517+340.8% | $5,287+193.2% |
| Admin fee / account holder | $0 | $5,264-100.0% | $4,511-100.0% | $10,132-100.0% |